By the end of this course delegates will be able to:

• How to manage an oil analysis program
• How to set program goals
• Performing site assessments
• Selecting sampling frequencies
• Selecting oil test packages based on machine type and service criticality
• How to establish oil analysis program metrics to establish machine-class specific parameters that can be used across a fleet to monitor overall program effectiveness, and how to document cost savings

Laboratory Managers, Analytical Chemists, Medical Scientists, Lab Technicians, Chemical Engineers, Laboratory Supervisors, Research and Development Scientists, Microbiologists, Laboratory Analysts, Food Technologists, Quality Assurance/Control Managers/Auditors, Instrumentation

Engineers, Chemical Engineers & Industry Personnel, chemists, and technicians working in methods development, R&D, manufacturing/process testing

It, also, covers how oil samples should be taken from machinery to obtain representative samples of the fluid system. The oil analysis tests performed on oils, hydraulic fluids, and greases are then reviewed, with an emphasis on understanding the implications of changes in the oil properties relative to machinery wear and reliability. Then it is integrated this with examples of oil analysis reports from various laboratories to show how to best interpret the report data, and how to assess oil degradation, additive depletion, and how to set and manage alarm limits. The effects of contamination, how to prevent it, and the use of filtration are then reviewed to ensure attendees understand the impact of particulate contamination on machine reliability, and how to deal with it at their plants. 

Why Sample Used Oil?

• Examples of oil-related machinery failures
• Oil change out & disposal costs
• Does my oil really need to be changed?
  
  

Lubrication Fundamentals

• Wear mechanisms in machinery
• Types of friction
• Modes of contamination
• Primary functions of a lubricant
• Lubricant failure modes
• Water & dirt – your worst enemies
• Lubricant formulations
• Mineral & synthetic oils
• Common additive packages
• Greases
  
  

Lube Oil Properties

• Viscosity & viscosity index
• ISO, SAE & NLGI Grades
• Pour point & flash point
• Film strength
• Adhesion
• Acid & base numbers
• Demulsibility
  
  

Lube Oil Sampling

• Sample port types
• Sampling techniques
• Selecting sample port locations
• Proper sample handling
  
  

Oil Analysis Testing & Implications

• Viscosity                  
• Wear metals & particles 
• Particulate contamination
• Additive depletion
• Oxidation
• Water content
• Water separability 
• Acidity / alkalinity
• Filter debris & patch testing
• Analytical ferrography
  
  

Interpreting Oil Analysis Reports

• Wear metals, contaminants & their sources
• Additive depletion & replenishment
• Assessing oil degradation
• Setting alarm limits
  
  

Bulk Oil Storage & Handling

• Lube room best practices
• Oil dispensing
• Using filter carts
• Baseline oil testing
  
  

Controlling Contaminant Ingression

• How dirt & water affect oil
• Preventing dirt ingression
• Preventing water ingression
• Removing contaminants
  
  

Oil Filtration

• How clean is clean?
• ISO cleanliness codes
• On-line & off-line filtration 
• Filter carts & filter media
• Differential filter pressure
  
  

Managing an Oil Analysis Program

• Setting goals
• Site assessment procedures
• Bulk storage & handling assessment
• Equipment selection
• Sampling locations, techniques & frequency
• Selecting oil test packages
  
  

Oil Analysis Program Metrics

• Normal vs. Abnormal samples
• Establishing class-specific averaged metrics
• ISO particle counts
• Water
• Contaminants
• Wear data
• Documenting cost savings

CDGA attendance certificate will be issued to all attendees completing minimum of 80% of the total course duration.